Financial Operations Analyst

CVS Health Careers

. Manage operational ticket queues through Salesforce Case work .

Posted 11/10/2026full-timeRemote • United StatesJunior💰 $43,888 - $93,574 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing operational ticket queues and client-specific tasks within a PBM revenue cycle environment, utilizing advanced Microsoft Excel skills for reporting and documentation. Proven ability to collaborate across business units to identify process inefficiencies and implement solutions.

Highest-signal resume keywords

PBM Revenue Cycle ExperienceAdvanced Microsoft Excel SkillsProject Documentation CreationCross-Functional Team CollaborationOperational Issue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Ticket ManagementProject DocumentationRevenue Cycle ProcessesData AnalysisProcess Improvement

Soft Skills

Self-StarterGoal-OrientedEffective CommunicationRelationship BuildingProblem-Solving

Tools & Technologies

SalesforceMicrosoft ExcelSAPSAP HANAAccessSAS

Industry Keywords

FinanceBilling CycleCycle Processing ErrorsClient Tasks ManagementEnterprise-Aligned Projects

About the role

Key responsibilities & impact

Manage operational ticket queues through Salesforce Case work
Manage client-specific tasks according to invoice and report cadence
Flex work hours, including occasional weekend and extended hours, to meet applicable SLAs
Document, review, and resolve cycle processing errors with internal partners
Monitor assigned client tasks and support the PBM Billing Cycle through project work, cycle issue resolution, and larger initiatives
Provide first-line support for issues involving assigned tasks and case work
Collaborate with Billing Production Advisors and Finance IT to support, review, and improve revenue cycle processes
Interface with multiple business units and participate in or conduct conference calls
Establish rapport with internal and external partners
Create work instruction documentation
Identify, initiate, and follow through on issues supporting enterprise-aligned projects
Identify process inefficiencies and recommend solutions to management
Work within cross-functional teams to identify and resolve issues with broad organizational impact

Requirements

What you’ll need

1+ years of experience in a Finance related field
Experience working in Microsoft Excel
High Diploma or GED Required
Experience in PBM revenue cycle environment
Experience creating, reviewing, and approving project documents, reporting, work instructions
Experience with SAP and SAP HANA, Access, and SAS is a plus
Self-starter, goal-oriented, ability to manage multiple assignments with strict deadlines
Intermediate to expert level in Microsoft Excel, including PivotTables, V-Lookup, Filters, and Macros
Bachelor's degree preferred

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being
CVS Health bonus, commission or short-term incentive program in addition to base pay